FMV: How to Video

Hello CamaPlan Clients, It’s time once again to provide annual Fair Market Values for all hard-to-value assets in your CamaPlan IRAs or 401Ks.  This short video provides step-by-step instructions for submitting your FMVs online in minutes.  It’s the easiest and fastest way to do it. Important Dates to know: Valuations should be as of December…

CamaPlan IRAs and 401Ks — A Different Way to Invest

CamaPlan self-directed IRAs and 401Ks put you on the Road to Financial Freedom. Invest directly in real estate, business ventures, private lending, precious metals and so much more. Build wealth for retirement, health care and educational expenses, or a legacy for your family. Use your knowledge and experience and get greater control over your investments.

Introduction to CamaPlan — A Different Way to Invest

CamaPlan self-directed IRAs and 401Ks put you on the Road to Financial Freedom. Invest directly in real estate, business ventures, private lending, precious metals and so much more. Build wealth for retirement, health care and educational expenses, or a legacy for your family. Use your knowledge and experience and get greater control over your investments.

Obtaining Tax Documents at the Portal

Download tax documents simply and conveniently. This video shows you how. We’ve refreshed the website since this video was recorded, but the portal link is still at the top of the home page.

Obtaining Tax Documents at the Portal

Download tax documents simply and conveniently, with just a few clicks. This video shows you how. We’ve updated the website since this video was recorded, but the link to the portal is still at the top of the home page.

Changing Your Contact Information at the Portal

Keeping your contact information up to date is important. Fortunately, it’s easy to do at the portal. This video shows you how. We’ve updated the website since this video was recorded, but the link to the portal is still at the top of the home page.

Changing Your Contact Information (Online Form)

Keeping your contact information current is important. Fortunately, it’s easy, too. This video shows you how. We’ve refreshed our website since this video was recorded, but the forms link can still be found at the top of the home page.

Getting Account Statements at the Portal

Obtain account statements in a few clicks. This video shows you how. We’ve refreshed our website since this video was made, but the portal link is still at the top of the home page.

Looking at Self-Direction?

30 Second Video: The CamaPlan Way to Invest

Discover Self-Directed Investing

5 Minute Video Shows How